by Raygar | Oct 19, 2023 | News
Most advisors understand that a comprehensive financial plan is the cornerstone of a strong client relationship and a vital tool for envisioning life after retirement. That’s why we’ve compiled 5 Tips on how to build a GREAT financial plan that...
by Raygar | Oct 8, 2023 | News
When you’re building a financial plan are you thinking about YOUR perspective on finance, or YOUR relationship with your client? I certainly hope not! If you are, you are likely to build a plan that will leave your client confused and uninspired. We’ll show...
by Raygar | Sep 28, 2023 | News
I’m Raygar Khailany, CEO of PlanScout, and I want to share what we’ve been working on for the last year. PlanScout is a fully outsourced financial plan development service for financial advisors. We create amazing financial plans and plan updates for your...
